Latest Institutional Transactions on Capital Group Core Plus Income (CGCP)
This table provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGCP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.7K+ 17.72% |
$281K - $295K
|
84.5K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.28K+ 15.37% |
$139K - $145K
|
47.1K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 8.43% |
$37.6K - $39.4K
|
21.9K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-159- 0.32% |
$3.52K - $3.68K
|
49.6K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 2.02% |
$24.7K - $25.9K
|
54.1K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45.2K+ 4.12% |
$1M - $1.05M
|
1.14M
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
259KNew |
$5.74M - $6.01M
|
259K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$22.1K - $23.2K
|
1K
$22.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 0.97% |
$598 - $626
|
2.82K
$63.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
24.9KNew |
$552K - $578K
|
24.9K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.5K+ 11.35% |
$166K - $174K
|
73.5K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-70.1K- 68.39% |
$1.55M - $1.62M
|
32.4K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
24.3KNew |
$537K - $562K
|
24.3K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14K+ 23.62% |
$311K - $325K
|
73.4K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$7.04K - $7.37K
|
318
$7.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
413+ 2.58% |
$9.14K - $9.57K
|
16.4K
$370K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
96.5K+ 11.14% |
$2.14M - $2.24M
|
964K
$21.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
785New |
$17.4K - $18.2K
|
785
$17.7K
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
22.2KNew |
$491K - $518K
|
22.2K
$500K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 71.92% |
$245K - $258K
|
26.5K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-425- 4.45% |
$9.4K - $9.91K
|
9.13K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
256+ 1.84% |
$5.66K - $5.97K
|
14.2K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109KNew |
$2.42M - $2.54M
|
109K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
14.3KNew |
$317K - $334K
|
14.3K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
736KNew |
$16.3M - $17.1M
|
736K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-466- 1.9% |
$10.3K - $10.9K
|
24K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.7K+ 45.59% |
$590K - $622K
|
85.2K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.68K+ 6.38% |
$170K - $179K
|
128K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
30KNew |
$664K - $699K
|
30K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.94K+ 23.43% |
$153K - $162K
|
36.5K
$823K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.5% |
$22.1K - $23.3K
|
12.3K
$278K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-103- 1.14% |
$2.28K - $2.4K
|
8.96K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.4% |
$43.2K - $45.5K
|
141K
$3.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
967K+ 63.93% |
$21.4M - $22.5M
|
2.48M
$55.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.25K+ 0.18% |
$49.8K - $52.5K
|
1.27M
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.23K+ 9.23% |
$49.3K - $52K
|
26.4K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
12.8KNew |
$284K - $299K
|
12.8K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27.6K+ 4.54% |
$610K - $643K
|
635K
$14.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$835K - $880K
|
37.8K
$851K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 4.4% |
$15.6K - $16.4K
|
16.7K
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.58KNew |
$190K - $200K
|
8.58K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.2K- 4.77% |
$26.6K - $28.1K
|
24K
$541K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 0.57% |
$1.04K - $1.1K
|
8.27K
$186K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8KNew |
$432K - $445K
|
19.8K
$446K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.86K+ 25.18% |
$62.5K - $64.3K
|
14.2K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.85KNew |
$62.2K - $64.1K
|
2.85K
$64.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35KNew |
$764K - $787K
|
35K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.3K+ 25.23% |
$466K - $479K
|
106K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.3K+ 94.85% |
$50.2K - $51.7K
|
4.73K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.6K+ 26.58% |
$842K - $867K
|
184K
$4.14M
|
|